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Medicaid Planning

Personal Information
State of Residence:
County of Residence:
Marital Status: Married
Single/Divorced/Widow/Widower
Age: You:
  Your Spouse:
Are either you or your spouse currently in a nursing home?
You:

Your Spouse:
 
Please enter the average monthly cost of nursing home care in your area.
$

Financial Information
MONTHLY INCOME (enter $ amounts - please separate yours from spouse's)
Total Monthly Income:
Include wages, social security, pensions, investment income, and IRA distributions.		 You/Joint Your Spouse
$ $
ASSETS (enter total values of each of the following)
  You or Jointly Held Your Spouse
Cash:
(savings accounts, CDs, money markets)		 $ $
Investments:
(non-IRA stocks, bonds, mutual funds)		 $ $
Retirement Accounts:
(IRA’s, 401(k), Keogh, Simple, etc.)		 $ $
Annuities: $ $
Life Insurance Cash Value: $ $
Value of Primary Residence:
(if you are the owner)		 $ $
Value of Any Other Real Estate: $ $
MONTHLY COSTS (enter monthly $ amounts)
Living Expenses:
(include food, mortgage, taxes, utilities, telephone, etc.)		 $ $

Options

1. If it meant being able to protect more of your assets, would you be willing to:

Purchase a new car?

Do some home improvements?

 

 If yes, enter the total cost of your "ideal" home improvements here: $
(If no, leave space blank.)

2. Have you prepaid your
    funeral & burial expenses?
  If no, how much do you expect to spend on funeral & burial for both you and your spouse?
$
(If yes, leave space blank.)

Please Note: This calculator is for demonstration purposes only. The result is based on the input provided and general rules of law. It does not take into account specific circumstances, exceptions, and other variables. The result is an estimate based on a variety of assumptions and does not in any way constitute a guarantee of a specific outcome. For a detailed assessment of your Medicaid qualification timetable, contact us today for a consultation or register for one of our FREE Medicaid Planning Workshops.

 

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What Hard Work Giveth, Nursing Homes Taketh Away
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